Non-Filers: The Forensic Reconstruction Workshop January 13th

Education & Training with Tax Rep LLC

Taxes are at the heart of our economic engine.  Though we have a “voluntary tax system”, it’s not THAT voluntary!  The IRS makes a point of pursuing taxpayers who fail to uphold their end of the bargain, and is currently pursuing the more than 10 million non-filers, many of whom are high-income earning.

Ready to make more money and take your practice to the next level?

This special workshop with Tax Attorney Eric Green (Tax Rep Network) and Forensic Accountant Dawn Brolin, CPA, CFE (Designated Motivator) will walk you through how to handle non-filers, help them pull together the many missing pieces, and how to get them back on the straight-and-narrow! 

Dawn and Eric will also cover where clients come from, how to charge for your services, and will share sample forms, checklists and letters you can use right in your own practice!

This special workshop will include the following:

  • A review of how non-filers are located by the IRS

  • How to bring these clients in from the cold

  • Where to begin when records need to be reconstructed

  • How to prepare and present the information to the IRS

  • Traps for the unwary when handling these matters

  • The step-by-step approach to handling this case, from opening call to closing agreement

The workshop will include detailed case studies, including all of the necessary forms and letters.  Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice.  Eric & Dawn will be reviewing actual cases they have handled to illustrate what you should be considering when you are in your office and see similar clients walk in.  Eric and Dawn will also review marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!

Join us for the program by registering here: 

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Comments (1)

Kristin Johnston - REALTOR®
RE/MAX Platinum - Waukesha, WI
Giving Back With Each Home Sold!

Great information.  Thanks for sharing and enjoy your day!

Jan 05, 2022 07:36 AM